Mortgage CRM software built for the way loan officers actually work
Generic CRMs adapt to mortgage. BNTouch was built for mortgage. The difference shows up in week one: mortgage-specific loan stages, native LOS integrations (Encompass, Calyx, Filogix, BytePro, LendingPad), credit pull alerts that fire within hours, and MAIA — the AI assistant running GPT-5.5 that comes included in every plan.
See it on your operation
A live walkthrough with a mortgage CRM specialist. Bring your toughest scenario. We’ll show you exactly what BNTouch does with it.
Get a Free Demo →What’s actually broken in your current setup
Generic CRMs are configured, not built.
Salesforce mortgage builds take 6-12 months. HubSpot mortgage templates leave you customizing every field. The ‘customizable’ pitch is selling you the work, not the solution.
Mortgage workflows are non-obvious.
Stage transitions like conditional approval, clear-to-close, and post-fund follow-up don’t translate cleanly from generic sales-stage CRMs. Loan officers end up doing mental gymnastics to map their actual workflow into a tool designed for B2B SaaS sales.
Integrations are an afterthought.
LOS, AUS, lead aggregators, phone systems — generic CRMs route everything through Zapier with 5-30 minute sync delays. Mortgage is mobile, time-sensitive, and the first LO to call wins ~60-75% of the time. Sync delays cost deals.
AI is a premium add-on, not the core.
Most CRMs added AI features in 2024-2026 as a separate tier. BNTouch ships MAIA on every plan — text generation via GPT-5.5, image generation, translation, find-loan, and find-tasks. Mortgage-specific AI, not a generic ChatGPT wrapper.
Every one of those has a working fix
BNTouch’s mortgage-built workflows address each of these by default — not as premium add-ons or custom builds.
Get a Free Demo →Features that ship in the box
🔔 Credit Pull Alerts
TransUnion-fed alerts fire within hours of a competitor pulling credit on your past clients. Tap-to-call from the alert card. First call wins 60-75% of the time.
📈 Refinance Triggers
Rate movements, LTV thresholds, life events trigger pre-written outreach. Recapture revenue from your existing database without manual monitoring.
💼 Native LOS Integration
Encompass, Calyx Path, Filogix, BytePro, LendingPad — two-way sync at sub-minute latency. No Zapier middleware.
🤖 MAIA AI Assistant
Built-in, every plan, no upgrade tier. Drafts emails, generates images, translates Spanish, finds files by name. GPT-5.5 powered.
📱 Mobile-first
iOS and Android with full feature parity. Send templated SMS between showings. Log calls from the car. Mortgage is mobile.
📋 180+ Pre-built Campaigns
Welcome sequences, post-funded follow-up, refinance opportunity drips, Realtor co-marketing, birthday and anniversary touchpoints.
See all six features running on your operation
15-minute live demo with a mortgage CRM specialist. We’ll show every feature against your real data.
Get a Free Demo →Trusted by 1,000+ mortgage offices including
NEXA Mortgage · Empire Mortgage · Doorway Home Loans · Omega Lending Group · Stratton Mortgage · Paragon Home Loans · CPAC Mortgage · Leonard Mortgage Group · City First Mortgage · Summit Mortgage · Fairway Independent Mortgage
What customers tell us after switching
“It’s working. I have had 3 responses thus far from your email yesterday. One is a loyal bank customer who wants me to refi his jumbo loan with an ARM when rates are tolerable. He was excited to hear I was on my own and was actually texting me. This is great.”
“BNTouch is a total professional and a gift to my business. It’s like having my own marketing department — intuitive, knows what each client seems to need. Truly an asset and I would highly recommend it.”
Hear it for yourself
Talk to a BNTouch specialist who’s worked with mortgage operations like yours for years.
Get a Free Demo →Mortgage-built CRM vs the alternatives
Compare on your real data
We’ll run the side-by-side on YOUR operation’s actual numbers during the demo. No generic case studies.
Get a Free Demo →Pricing without the dance.
Starting at
$165/month
Solo loan officer. Every feature included. No annual contract.
Team plans at $95/seat/month (2-user minimum). Enterprise custom-quoted after discovery.
Get a Free Demo →The reasons people don’t switch are the things we’ve already removed
No annual contract
Month-to-month. Cancel anytime.
Live demo before you pay
15 minutes with a mortgage CRM specialist.
Data export on exit
Your contacts, your data. No lock-in.
Real human onboarding
Mortgage-experienced support team.
Frequently Asked Questions
Is mortgage CRM software different from generic CRM with mortgage features?
Yes. Generic CRMs are sales-team tools you customize into mortgage workflows. Mortgage-built CRMs ship with loan stages, refinance triggers, credit pull alerts, post-funded sequences, and native LOS integration already configured. The difference is 60-90 days of customization work versus 1-2 weeks to first deal closed.
Do I need to be on a specific LOS?
No. BNTouch integrates natively with Encompass, Calyx Path, Filogix, BytePro, and LendingPad. If you’re on a different LOS, we offer custom integration support on Enterprise plans.
What does MAIA do that other CRM AI doesn’t?
MAIA is mortgage-trained on GPT-5.5. It drafts emails using mortgage-specific language, generates branded postcards and social images, translates Spanish for bilingual outreach, and answers natural-language queries like ‘show me the Smith refinance’ or ‘what’s on my Wednesday.’ Generic CRM AI handles general sales workflows; MAIA handles the mortgage-specific work.
Can I import contacts from my current CRM?
Yes. CSV import works for self-onboarding. For more complex migrations (custom fields, historical pipelines, automation history), our White Glove implementation team handles the full data migration as part of a paid onboarding engagement.
Why is mortgage CRM software priced so differently from generic CRM?
Generic CRM pricing scales on features and seats because it’s a horizontal product. Mortgage CRM pricing reflects the depth of pre-built workflows — every dollar you spend on BNTouch is paying for mortgage-specific code that would cost $20-50K to custom-build on Salesforce or HubSpot.
See how BNTouch fits your operation — in 15 minutes.
A live walkthrough with a mortgage CRM specialist (not a generic SaaS rep). Bring your toughest follow-up scenario. We’ll show you exactly what BNTouch does with it.
Get a Free Demo